what we do

Strategic investment modelling



Using our modelling technologies, the team at Montara Wealth can assist our clients to understand the potential impacts of their financial decisions before the make them.

Knowledge is power and being able to predict likely outcomes allows our clients to either avoid a risky pathway or have the confidence to take advantage of an opportunity.

Our modelling process considers the variabilities in our clients’ lives, whilst using some assumed estimations around things such as the increased cost of living. Understanding the level of wealth required to live comfortably at different stages of life, can be both empowering and life changing.

How we work with you

View our process

Montara Wealth Suite 1, Level 6, 309 George Street, Sydney

© 2018 ABN 72 156 308 208 All rights reserved | Privacy policy | Advisor Profiles: David Hancock | Aidan Kelly